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Set Up and Maintain Retail Execution
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            Sales Folder

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            3. Set Up and Maintain Retail Execution

            Sales Folder

            Configure a sales folder to manage and publish core-selling content to support sales reps during sales pitches. You can link a sales folder to

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
            Note
            Note Check out this feature in Salesforce Go! Explore more content and discover related features. See Discover and Set Up Features With Salesforce Go.

            To make sales folders available for the required stores, define sales folders for higher levels of a trade org hierarchy or for an org unit. You can view the sales folder for account or org hierarchy searches only on the Consumer Goods Offline mobile app. In the desktop app, only the directly related sales folders are available.

            • Create Sales Folder Template
              A sales folder template is dependent on sales org.
            • Create Sales Folder
              Sales folders can be defined for higher levels of a trade org hierarchy or for an org unit, to make them available for relevant stores.
            • Create Sell Sheets
              Sell sheet records contain groups of attachments to be used for sales folders. For example, a sales folder for regional celebrations contains all attachments and articles related to the special events spread across the year as sell sheets. For example, one sell sheet for Halloween with the attachment links for different Halloween videos, one sell sheet with the attachment links for different Christmas pictures, and another sell sheet with attachment links for 4th July celebration videos.

            See Also

             
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